Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $555,467 | $162,136+242.6% | $152,301+264.7% | $154,746+259.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.22% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $44,459 | $4,890+809.1% | $4,624+861.4% | $4,379+915.3% |
| Participant deferral / active EE | $36,252 | $8,341+334.6% | $8,004+352.9% | $6,730+438.6% |
| Admin fee / account holder | $8,893 | $15,759-43.6% | $14,398-38.2% | $14,365-38.1% |